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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
Limited liability companies — the most common structure for independent RIAs.
29,502 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| FELDSTEIN, STEVEN DBA STEVEN FELDSTEIN & ASSOCIATES CRD 109022 | NJ | Advisory firm LLC | $160.0M | 2 advisors | Percentage of AUM | View | |
| FIDELIS FINANCIAL PLANNING, LLC CRD 141698 | Saint Charles, MO | Advisory firm LLC | $160.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAZLETT WEALTH MANAGEMENT LLC CRD 338954 | Ketchum, ID | Advisory firm LLC | $160.0M | 1 advisors | Percentage of AUM | View | |
| IRON GATE WEALTH ADVISORS, LLC CRD 156453 | Poland, OH | Advisory firm LLC | $160.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEQUINOX WEALTH MANAGEMENT, LLC CRD 335246 | Lancaster, PA | Advisory firm LLC | $160.0M | 3 advisors | Percentage of AUM; FINANCIAL PLANNING | View | |
| KENSINGTON FINANCIAL ADVISORS LLC CRD 136346 | Roseland, NJ | Advisory firm LLC | $159.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STEADY RETURNS CRD 166834 | AZ | Advisory firm LLC | $159.8M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BLUE WATER CAPITAL MANAGEMENT, LLC CRD 127193 | Apex, NC | Corporate platform LLC | $159.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEASON INVESTMENTS, LLC CRD 158070 | Colorado Springs, CO | Advisory firm LLC | $159.7M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| READ & POWELL FINANCIAL SERVICES, LLC CRD 130189 | Elko, NV | Advisory firm LLC | $159.7M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| WIREGRASS ASSET MANAGEMENT CRD 284608 | Thomasville, GA | Corporate platform LLC | $159.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FAIRWAY FINANCIAL, LLC CRD 134675 | Casselberry, FL | Advisory firm LLC | $159.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BLUE MOON CAPITAL MANAGEMENT LLC CRD 311941 | Boston, MA | Corporate platform LLC | $159.5M | 9 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CAPITAL FINANCIAL, LLC CRD 122844 | Olney, MD | Advisory firm LLC | $159.4M | 2 advisors | Percentage of AUM | View | |
| CORNERSTONE ALTERNATIVES CRD 330043 | CA | Advisory firm LLC | $159.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| U.S.A. FINANCIAL & TAX SERVICES, LLC CRD 306214 | Farmington, CT | Advisory firm LLC | $159.3M | 3 advisors | Percentage of AUM | View | |
| STRADA FINANCIAL GROUP LLC CRD 316987 | Boring, OR | Corporate platform LLC | $159.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MURRAY INVESTMENT MANAGEMENT, LLC CRD 146921 | Houston, TX | Corporate platform LLC | $159.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MODERN DOLLAR PLANNING, LLC CRD 174695 | St.. Louis, MO | Advisory firm LLC | $159.1M | 1 advisors | Fixed fees | View | |
| HACKETT FINANCIAL GROUP, LLC CRD 141656 | Wimberley, TX | Corporate platform LLC | $159.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| HDA WEALTH MANAGEMENT, LLC CRD 317346 | Poland, OH | Advisory firm LLC | $159.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SANKALA GROUP LLC CRD 154806 | CO | Corporate platform LLC | $159.1M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| STRIVUS WEALTH PARTNERS LLC CRD 173580 | Jacksonville Beach, FL | Advisory firm LLC | $159.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS CRD 143462 | Dewitt, NY | Advisory firm LLC | $159.1M | 3 advisors | Percentage of AUM | View |